Purchases and Sales Made in Q3 2023 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 2023. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
158+ 2.3% |
$4.42K - $5.62K
|
7.03K
$309K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
152New |
$4.25K - $5.41K
|
152
$6.68K
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
150+ 1.24% |
$4.2K - $5.34K
|
12.3K
$540K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
150New |
$4.2K - $5.34K
|
150
$6.6K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
147New |
$4.11K - $5.23K
|
147
$6.46K
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
145+ 0.23% |
$4.06K - $5.16K
|
64.4K
$2.83M
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
139New |
$3.89K - $4.95K
|
139
$6.11K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
129New |
$3.61K - $4.59K
|
129
$5.67K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
120+ 8.17% |
$3.36K - $4.27K
|
1.59K
$69.9K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
110+ 2.82% |
$3.08K - $3.91K
|
4.01K
$176K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
108+ 3.17% |
$3.02K - $3.84K
|
3.52K
$155K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
108+ 0.04% |
$3.02K - $3.84K
|
258K
$11.4M
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
105+ 0.95% |
$2.94K - $3.74K
|
11.2K
$492K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
103+ 194.34% |
$2.88K - $3.67K
|
156
$6.86K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
102+ 0.92% |
$2.85K - $3.63K
|
11.2K
$494K
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.12% |
$2.8K - $3.56K
|
82.5K
$3.63M
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
100New |
$2.8K - $3.56K
|
100
$4.4K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
91+ 34.21% |
$2.55K - $3.24K
|
357
$15.7K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
85+ 13.14% |
$2.38K - $3.03K
|
732
$32.2K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
84+ 0.3% |
$2.35K - $2.99K
|
27.8K
$1.22M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
80+ 22.73% |
$2.24K - $2.85K
|
432
$19K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
78New |
$2.18K - $2.78K
|
78
$3.43K
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
64+ 0.74% |
$1.79K - $2.28K
|
8.69K
$382K
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
61+ 0.61% |
$1.71K - $2.17K
|
10.1K
$446K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
60+ 1.41% |
$1.68K - $2.14K
|
4.31K
$189K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
58+ 2.15% |
$1.62K - $2.06K
|
2.76K
$121K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
55+ 0.64% |
$1.54K - $1.96K
|
8.62K
$379K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
55New |
$1.54K - $1.96K
|
55
$2.42K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
54+ 5.58% |
$1.51K - $1.92K
|
1.02K
$44.9K
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
53+ 0.53% |
$1.48K - $1.89K
|
10.1K
$445K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53+ 3.32% |
$1.48K - $1.89K
|
1.65K
$72.4K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
51+ 32.69% |
$1.43K - $1.82K
|
207
$9.1K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
46New |
$1.29K - $1.64K
|
46
$2.02K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
42New |
$1.17K - $1.49K
|
42
$1.85K
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
38+ 0.51% |
$1.06K - $1.35K
|
7.49K
$329K
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
35+ 0.01% |
$979 - $1.25K
|
320K
$14.1M
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
34+ 0.57% |
$951 - $1.21K
|
6.04K
$266K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 2.36% |
$951 - $1.21K
|
1.48K
$64.9K
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
31+ 0.07% |
$867 - $1.1K
|
43.4K
$1.91M
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
31+ 0.07% |
$867 - $1.1K
|
43.4K
$1.91M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.07% |
$811 - $1.03K
|
42K
$1.85M
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
27+ 0.05% |
$755 - $961
|
55K
$2.42M
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
25+ 0.12% |
$699 - $890
|
20.7K
$910K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
22New |
$615 - $783
|
22
$967
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
22New |
$615 - $783
|
22
$967
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20+ 50.0% |
$559 - $712
|
60
$2.64K
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20+ 0.22% |
$559 - $712
|
9.12K
$401K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$503 - $641
|
18
$791
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
18+ 0.14% |
$503 - $641
|
12.9K
$569K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$475 - $605
|
17
$747
|